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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,438 | $65,685+10.3% | $57,181+26.7% | $273,968-73.6% |
| Participation rate | 69.2% | 78.3%-9.1pp | 75.3%-6.1pp | 83.0%-13.8pp |
| Annual return | 8.83% | 21.99%-13.2pp | 14.59%-5.8pp | 41.45%-32.6pp |
| Employer contribution / active EE | $3,034 | $3,279-7.5% | $2,682+13.1% | $4,869-37.7% |
| Participant deferral / active EE | $3,460 | $3,781-8.5% | $3,096+11.7% | $5,287-34.6% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |